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Summit Financial Strategies’s Palantir PLTR Stock Holding History

Summit Financial Strategies’s Portfolio PLTR Stock Details PLTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$783K Buy
4,184
+1,675
+67% +$267K 0.05% 83
2026
Q2 		$293K Buy
2,509
+127
+5% +$17.3K 0.02% 131
2026
Q1 		$348K Buy
2,382
+71
+3% +$10.9K 0.03% 120
2025
Q4 		$411K Buy
2,311
+15
+0.7% +$2.71K 0.03% 106
2025
Q3 		$419K Buy
2,296
+426
+23% +$69K 0.04% 103
2025
Q2 		$255K Buy
+1,870
New +$219K 0.02% 128

Other funds holding PLTR

US
UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $319M AUM 12.55% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Summit Financial Strategies's PLTR Position: Q3 2026 in Review

Summit Financial Strategies increased its Palantir (PLTR) stake by 67% in Q3 2026, buying an estimated $267K and bringing the position to 4,184 shares worth $783K. The position accounts for 0.05% of the portfolio, ranked #83.

Summit Financial Strategies first reported a position in PLTR in Q2 2025 and has held it in 6 quarters since. 349 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

  • Summit Financial Strategies held 4,184 shares of Palantir worth $783K as of Q3 2026.
  • Summit Financial Strategies bought 1,675 Palantir shares in Q3 2026, an estimated $267K.
  • Palantir made up 0.05% of Summit Financial Strategies's portfolio in Q3 2026, its #83 holding.
  • Summit Financial Strategies first reported a position in Palantir in Q2 2025 and has held it in 6 quarters since.
  • 349 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on Summit Financial Strategies's 13F filing for Q3 2026, filed 14 Oct 2026.